AOWM
Alpha Omega Wealth Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $308K | Sell |
5,406
-52
| -1% | -$2.97K | 0.06% | 176 |
|
|
2025
Q1 | $277K | Hold |
5,458
| – | – | 0.05% | 178 |
|
|
2024
Q4 | $261K | Hold |
5,458
| – | – | 0.05% | 178 |
|
|
2024
Q3 | $288K | Hold |
5,458
| – | – | 0.05% | 180 |
|
|
2024
Q2 | $270K | Hold |
5,458
| – | – | 0.05% | 178 |
|
|
2024
Q1 | $274K | Sell |
5,458
-1,381
| -20% | -$69.3K | 0.05% | 180 |
|
|
2023
Q4 | $328K | Sell |
6,839
-894
| -12% | -$42.8K | 0.05% | 168 |
|
|
2023
Q3 | $338K | Buy |
7,733
+274
| +4% | +$12K | 0.06% | 165 |
|
|
2023
Q2 | $344K | Hold |
7,459
| – | – | 0.06% | 160 |
|
|
2023
Q1 | $337K | Sell |
7,459
-48
| -0.6% | -$2.17K | 0.06% | 163 |
|
|
2022
Q4 | $315K | Sell |
7,507
-185
| -2% | -$7.76K | 0.06% | 170 |
|
|
2022
Q3 | $280K | Sell |
7,692
-350
| -4% | -$12.7K | 0.05% | 174 |
|
|
2022
Q2 | $328K | Buy |
+8,042
| New | +$328K | 0.06% | 168 |
|
|
2019
Q3 | – | Sell |
-620
| Closed | -$26K | – | 538 |
|
|
2019
Q2 | $26K | Sell |
620
-410
| -40% | -$17.2K | 0.01% | 328 |
|
|
2019
Q1 | $42K | Buy |
+1,030
| New | +$42K | 0.02% | 261 |
|